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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,435 | $102,422+66.4% | $147,117+15.9% | $80,959+110.5% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 18.13% | 135.16%-117.0pp | 420.54%-402.4pp | 35.67%-17.5pp |
| Employer contribution / active EE | $4,312 | $3,717+16.0% | $4,932-12.6% | $2,757+56.4% |
| Participant deferral / active EE | $10,950 | $6,652+64.6% | $8,065+35.8% | $4,300+154.6% |
| Admin fee / account holder | $46,851 | $7,953+489.1% | $12,993+260.6% | $6,925+576.5% |